Civic Intelligence

Roca-Sanchez Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 83-2097276

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

Organization Profile
PO Box 1703Dorado, PR 00646

(787) 671-3659

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$388,775

Up $44,351 (+13%) from 2022

Net Assets

Up

$388,775

Up $44,531 (+13%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin17th percentile

Revenue

Up

$25,394

Up $6,944 (+38%) from 2022

Expenses

Up

$34,254

Up $1,021 (+3.1%) from 2022

Net Income

Up

-$8,860

Up $5,923 (+40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $308,818Liabilities 2019: $978Net Assets 2019: $307,8402019Assets 2020: $354,922Liabilities 2020: $1Net Assets 2020: $354,9222020Assets 2021: $375,236Liabilities 2021: $1Net Assets 2021: $375,2362021Assets 2022: $344,424Liabilities 2022: $1Net Assets 2022: $344,2442022Assets 2023: $388,775Liabilities 2023: $1Net Assets 2023: $388,7752023Assets 2024: $456,839Liabilities 2024: $0Net Assets 2024: $456,8392024

Highlighted filing

2023

Assets$388,775
Liabilities$1
Net Assets$388,775
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $350,000Expenses 2019: $42,160Net Income 2019: $307,8402019Revenue 2020: $100,000Expenses 2020: $54,008Net Income 2020: $45,9922020Revenue 2021: $59,439Expenses 2021: $38,035Net Income 2021: $21,4042021Revenue 2022: $18,450Expenses 2022: $33,233Net Income 2022: -$14,7832022Revenue 2023: $25,394Expenses 2023: $34,254Net Income 2023: -$8,8602023Revenue 2024: $95,466Expenses 2024: $34,587Net Income 2024: $60,8792024

Highlighted filing

2023

Revenue$25,394
Expenses$34,254
Net Income-$8,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA M SANCHEZPresidentPT$0--
LIZZIE ROSSO TRIDASVice-PresidePT$0--
VANESSA DEL CARMEN IRIZARRY LOZADASecretaryPT$0--
GUILLERMO HERNANDEZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Roca Sanchez Charitable Foundation
EIN
83-2097276
Phone
7876713659
Address
PO BOX 1703, DORADO, PR 00646

Signing Officer

Name
Julia M Sanchez
Title
President
Phone
7876713659
Signed
2024-06-20

Preparer

Firm
Guzmn Alvelo & Co
Address
PO BOX 1344, GUAYNABO, PR 00970-1344
Preparer
Jorge Guzman Alvelo
Phone
7879935504
Raw XML Appendix254 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MethodOfAccountingAccrualInd0X
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06412
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA M SANCHEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07876713659
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCA SANCHEZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCA
ReturnHeader/Filer/EIN0832097276
ReturnHeader/Filer/PhoneNum07876713659
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1703
ReturnHeader/Filer/USAddress/CityNm0DORADO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PR
ReturnHeader/Filer/USAddress/ZIPCd000646
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0660761988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUZMN ALVELO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1344
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GUAYNABO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0009701344
ReturnHeader/PreparerPersonGrp/PhoneNum07879935504
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORGE GUZMAN ALVELO
ReturnHeader/ReturnTs02024-06-20T15:57:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANCHEZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,775
Liabilities
$1
Net assets
$388,775
Revenue
$25,394
Expenses
$34,254
Net income
-$8,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.95$0.35$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.25$0.34$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.18$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.59$0.38$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$1.00$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.01$3.08$3.50$0.42$3.08